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Asset Manager ← All Institutions

ARQ WEALTH ADVISORS, LLC

8605 E. RAINTREE DR. SUITE 240, SCOTTSDALE, AZ 85260 • (480) 214-9572

Q2 2025 · Filed 2025-08-18
Market Value
$291M
+8.0%
Holdings
104
-4
New Purchases
5
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
35.0%
Turnover
6.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KORP 3.37% 0.00% +3.37% $10M
MBB 1.21% 0.00% +1.21% $4M
TAXF 1.01% 0.00% +1.01% $3M
MUST 1.00% 0.00% +1.00% $3M
VYMI 0.97% 0.00% +0.97% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVUS 4.07% 4.40% -0.33% $12M
MGV 3.83% 4.14% -0.31% $11M
GARP 3.67% 3.96% -0.30% $11M
IUS 3.53% 3.81% -0.28% $10M
AVUV 3.48% 3.76% -0.28% $10M
JAVA 3.42% 3.70% -0.28% $10M
JMOM 3.33% 3.60% -0.27% $10M
QEFA 3.29% 3.56% -0.26% $10M
QUAL 3.01% 3.25% -0.24% $9M
DBEF 2.80% 3.02% -0.23% $8M
SPLG 2.74% 2.96% -0.22% $8M
BALT 2.60% 2.81% -0.21% $8M
DBAW 2.58% 2.79% -0.21% $8M
RECS 2.44% 2.64% -0.20% $7M
VTI 2.38% 2.57% -0.19% $7M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 79.7%
Technology 4.9%
Healthcare 4.2%
Industrials 4.0%
Consumer Defensive 3.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 19 $28M 9.6%
Large Cap 41 $112M 38.4%
Mid Cap 17 $58M 20.1%
Small Cap 18 $80M 27.5%
Micro Cap 9 $13M 4.4%

Portfolio Analytics

Avg Market Cap
$365.4B
Median Market Cap
$12.4B
Avg P/E
49.3
Median P/E
29.8
Avg Dividend Yield
0.01%
Avg Beta
0.94
# Stocks
17
# ETFs / Funds
87

Top Holdings (104 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AVUS 4.07% 128,330 $12M $92.38
2 MGV 3.83% 86,568 $11M $128.84
3 GARP 3.67% 209,457 $11M $51.02
4 IUS 3.53% 208,138 $10M $49.36
5 AVUV 3.48% 116,241 $10M $87.17
6 JAVA 3.42% 156,817 $10M $63.54
7 KORP 3.37% 210,116 $10M $46.74 +210,116 NEW
8 JMOM 3.33% 171,997 $10M $56.36
9 QEFA 3.29% 121,380 $10M $78.96
10 QUAL 3.01% 51,336 $9M $170.89
11 DBEF 2.80% 188,292 $8M $43.30
12 SPLG 2.74% 121,311 $8M $65.76
13 BALT 2.60% 240,997 $8M $31.38
14 DBAW 2.58% 212,399 $8M $35.39
15 RECS 2.44% 214,206 $7M $33.21
16 VTI 2.38% 25,255 $7M $274.84
17 HEQT 2.36% 240,950 $7M $28.58
18 AUSF 2.27% 151,150 $7M $43.65
19 SPDW 2.20% 176,038 $6M $36.41
20 AVDE 2.02% 88,722 $6M $66.27
21 SPMD 1.96% 111,567 $6M $51.18
22 QUS 1.83% 33,953 $5M $156.69
23 EMGF 1.60% 99,577 $5M $46.78
24 AVEM 1.52% 73,487 $4M $60.17
25 VEA 1.47% 84,405 $4M $50.83
26 XCEM 1.34% 132,419 $4M $29.54
27 AAPL 1.24% 16,292 $4M $222.13
28 MBB 1.21% 37,444 $4M $93.78 +37,444 NEW
29 JIRE 1.20% 55,033 $4M $63.72
30 EMXC 1.11% 58,743 $3M $55.09
31 MTUM 1.11% 15,999 $3M $202.13
32 SPEM 1.02% 75,425 $3M $39.37
33 TAXF 1.01% 59,609 $3M $49.48 +59,609 NEW
34 MUST 1.00% 145,368 $3M $20.14 +145,368 NEW
35 VYMI 0.97% 38,329 $3M $73.69 +38,329 NEW
36 PAVE 0.96% 74,142 $3M $37.73
37 AIRR 0.96% 40,960 $3M $68.21
38 QYLD 0.91% 159,876 $3M $16.63
39 RDVI 0.90% 109,947 $3M $23.72
40 FTHI 0.88% 117,263 $3M $21.86
41 ADX 0.88% 134,567 $3M $18.99
42 MSFT 0.81% 6,260 $2M $375.39
43 COWZ 0.79% 42,171 $2M $54.76
44 NVDA 0.73% 19,693 $2M $108.39
45 FYLD 0.69% 74,794 $2M $26.93
46 VXF 0.67% 11,272 $2M $172.26
47 JPMB 0.66% 49,779 $2M $38.55
48 IVV 0.64% 3,331 $2M $561.84
49 EMLP 0.60% 46,920 $2M $37.49
50 QWLD 0.58% 13,150 $2M $127.69
51 SVOL 0.57% 91,096 $2M $18.18
52 VIG 0.53% 7,903 $2M $193.98
53 IJH 0.43% 21,364 $1M $58.35
54 VUG 0.42% 3,270 $1M $370.82
55 DGT 0.34% 7,023 $982K $139.80
56 SPY 0.32% 1,668 $933K $559.53 -$36
57 MOAT 0.32% 10,438 $919K $88.00
58 GRNY 0.31% 49,813 $905K $18.18
59 GOOG 0.28% 5,139 $803K $156.23
60 SSUS 0.24% 17,398 $708K $40.71
61 AMZN 0.22% 3,436 $654K $190.26
62 HON 0.21% 2,945 $624K $211.75
63 ACIO 0.20% 15,413 $596K $38.69
64 PPA 0.20% 5,111 $596K $116.55
65 CIBR 0.20% 9,047 $570K $63.00
66 FIW 0.19% 5,601 $564K $100.71
67 AIQ 0.19% 15,453 $562K $36.38
68 IVE 0.19% 2,909 $554K $190.58
69 COST 0.19% 581 $549K $945.78
70 EFA 0.19% 6,655 $544K $81.73
71 MDYV 0.18% 6,959 $536K $77.05
72 IWM 0.17% 2,458 $490K $199.49
73 LGLV 0.16% 2,742 $477K $174.04
74 SCHF 0.16% 23,296 $461K $19.78
75 META 0.16% 785 $452K $576.36
76 IWF 0.15% 1,220 $441K $361.09
77 IWB 0.15% 1,412 $433K $306.74
78 IBUF 0.14% 15,224 $404K $26.52
79 BUFS 0.13% 18,792 $381K $20.25
80 SPTM 0.13% 5,512 $375K $68.01
81 QBUF 0.13% 13,958 $369K $26.42
82 V 0.12% 1,012 $355K $350.46
83 VOO 0.12% 684 $352K $513.91
84 FV 0.12% 6,169 $338K $54.86
85 RSG 0.11% 1,375 $333K $242.16
86 MELI 0.11% 167 $326K $1,950.87
87 LLY 0.11% 386 $319K $825.91
88 IJK 0.11% 3,750 $312K $83.28
89 GOOGL 0.10% 1,931 $299K $154.60
90 TSLA 0.10% 1,142 $296K $259.16
91 OMFL 0.10% 5,545 $296K $53.31
92 BRK-B 0.09% 513 $273K $532.58
93 ESGD 0.08% 2,911 $238K $81.69
94 EBUF 0.08% 8,782 $233K $26.51
95 NFLX 0.08% 249 $232K $932.53
96 RSP 0.08% 1,334 $231K $173.29
97 GLOF 0.08% 5,243 $225K $42.82
98 SPHQ 0.08% 3,330 $221K $66.34
99 ESGU 0.07% 1,781 $217K $121.91
100 DVY 0.07% 1,600 $215K $134.29

New Positions

SymbolValue% Port
KORP $10M 3.37%
MBB $4M 1.21%
TAXF $3M 1.01%
MUST $3M 1.00%
VYMI $3M 0.97%

Sold Out Positions

SymbolValue% Port
SPSB —%
BXMX —%
View SEC EDGAR Filings for ARQ WEALTH ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms